Lexaurum Advisors
Lexaurum Advisors (CRD# 283653) is a financial advisory firm headquartered in Overland Park, KS. They manage $784,247,517 in 4,018 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management784MILLION
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Total Number of Accounts4,018ACCOUNTS
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Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
Linda Stapf (CRD# 2712585) is an Investment Advisor Representative working at Lexaurum Advisors in Sykesville, MD and has over 28 years of experience in the finance industry.
Rochelle Tocchini (CRD# 2653988) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 11 years of experience in the finance industry.
Matthew Tooley (CRD# 5490027) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 15 years of experience in the finance industry.
Robert Wiley (CRD# 4505896) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.
James Boldt (CRD# 1942048) is an Investment Advisor Representative working at Lexaurum Advisors in Lenexa, KS and has over 14 years of experience in the finance industry.
Thomas Doellman (CRD# 7343289) is an Investment Advisor Representative working at Lexaurum Advisors in Chesterfield, MO and has over 3 years of experience in the finance industry.
Bryce Grahn (CRD# 7704683) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has 1 year of experience in the finance industry.
Matthew Herink (CRD# 7255544) is an Investment Advisor Representative working at Lexaurum Advisors in Athens, OH and has over 2 years of experience in the finance industry.
Todd Koenig (CRD# 7853519) is an Investment Advisor Representative working at Lexaurum Advisors in Austin, TX and has 1 year of experience in the finance industry.
Bryce Littler (CRD# 7363969) is an Investment Advisor Representative working at Lexaurum Advisors in Ankeny, IA and has over 3 years of experience in the finance industry.